Hi Ant, not to worry, perfectly understand as 3D life must take precedence. Same on this end.
Been working on partnership affairs, fidgeting w/ asset positioning, playing w/ the Jack, interrupted by the wife intending to do major garden renovations (am told I shall get a new gazebo for better contemplation now that home-bound work seems the norm), and procrastinating on paperwork.
Am watching the Trump case w/ interesting, not because he is Trump, but because I want to see what treatment works.
Am also following the election, not so much for the outcome, but for the drama.
As far as I am concerned, irrespective of who wins, the mathematical outcome for the macro shall not be greatly different even as the financial markets may behave different.
But no one should care about LT macro when ST market must be mined.
Am positioned massively short but w/ nuance Message 32965225 , and via derivatives w/ relatively short fuse before blowing up on counter-parties Message 32968594
The year 2020 still seems unreal. Am getting used to it, and that concerns me, meaning might not be stance-d for surprises even if I tend always be.
Thanks much for the medical opinion.
And yes, I did add to the SRPT long, as had been all along since you first guided, but again, by derivatives. I do not like to part with cash :0)
I use the cash captured via derivatives to buy physical metal, so that the goodness does not escape.
Have you travelled recently to or are you in Brazil now?
We returned safely to HK after absence Feb through mid-August, accidental dragged-out trip tagging with daughter Message 32967118 . Would not change anything if can do all over again.
No trips planned. Not for the winter holidays and not for coming summer. All awaiting on unrestricted border protocols to return. |
